Planned Giving

Giving back in your own way

Charitable gift planning, in concert with your long-term financial and estate planning, offers many benefits. Your gift of any size, pooled with others, helps Sutter Medical Center of Santa Rosa meet critical needs and changes lives.

Make a gift to SMCSR in concert with personal long-term financial and estate planning:

• Wills and Bequests: Leave a lasting legacy to your community by naming the Medical Center as a beneficiary of your will or living trust.
• Living Trusts: Consider a living trust to help you avoid probate (a court-supervised process), distribute assets quickly and maintain privacy.
• Charitable Gift Annuity: Save taxes and increase your income with guaranteed payments for life.
• Charitable Remainder Trusts: Save taxes and increase your income with this well-established, IRS-approved program.
• Deferred Gift Annuity: Save taxes and increase your retirement income…even if you have maxed out your 401(k) or IRA contributions.
• Retirement Plan Assets: Leave a legacy while reducing estate taxes and leaving more income for heirs.

Let us know about your planned gift:

We hope you'll tell us when you have named Sutter Medical Center of Santa Rosa in your will, trust, retirement plan, or insurance policy. We would very much like the opportunity to thank you for your kind generosity. If you have any other specific requests for a bequest, please contact Penny Vanderwolk, (707) 523-7316 for assistance.

"Because Life is Precious and Meaningful…"